Clear Point Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-682
Closed -$180K 516
2024
Q3
$180K Buy
682
+219
+47% +$57.8K 0.14% 113
2024
Q2
$112K Hold
463
0.09% 138
2024
Q1
$116K Buy
463
+7
+2% +$1.75K 0.1% 141
2023
Q4
$108K Buy
+456
New +$108K 0.1% 139